See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,526 | $159,602-63.3% | $150,045-61.0% | $142,382-58.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.17% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $8,586 | $4,961+73.1% | $4,693+83.0% | $4,299+99.7% |
| Participant deferral / active EE | $13,671 | $8,310+64.5% | $7,997+70.9% | $6,507+110.1% |
| Admin fee / account holder | $2,926 | $14,846-80.3% | $13,435-78.2% | $12,624-76.8% |